JBGlobal.com LLC
Filing Date
Global Rank
#8,170
/ 8,578
▲ 104
Top Industry
Consumer Electronics
26.5%
3Y Alpha vs SPY
-21.2%
Period ended 3 months ago
Filed Apr 7, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-3.1%
SPY
+25.8%
Annualised alpha
-21.2%
Max drawdown
−20.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.7%
−5.7 pts
Top 5
65.0%
−0.6 pts
Top 10
85.1%
−3.8 pts
HHI
1,245
Diversified−192
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.9% | $3,649,009 |
| Consumer Cyclical | 22.6% | $1,920,441 |
| Communication Services | 17.0% | $1,448,439 |
| Financial Services | 11.5% | $981,237 |
| Unclassified | 3.1% | $263,208 |
| Healthcare | 2.8% | $236,762 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | 5,735 | $334,809 | |
| No positions match the current search. | ||||
4 positions ·
$1,920,441 total
· Consumer Cyclical only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 3,229 | $762,948 | 39.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,769 | $576,699 | 30.03% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,617 | $324,047 | 16.87% | |
| ETSY |
Etsy Inc
Consumer Cyclical
|
NEW | 5,137 | $256,747 | 13.37% |